The ability to collect signatures digitally is a game-changer for businesses and individuals alike. Whether you’re closing a deal, finalizing a contract, or simply streamlining paperwork, the mobile app makes it easy to create, share, and collect signatures on documents—all from the palm of your hand. Here’s how you can do it.

First, open the mobile app and log in with your account credentials. From the main dashboard, access the apps section.

Next, head over to the Documents and Contracts section.

Create a New Document Using a Template #

Next, create a new document by selecting one of your pre-saved templates. Make sure the template includes signature fields for all parties involved. If you haven’t set up a template yet, you can easily create one and add signature fields and other details to the blank document.

Note: Use templates for frequently used documents like contracts, agreements, or consent forms to save time and maintain consistency.

Share the Document #

Once your document is ready, tap on the Share button to generate a shareable link.

Copy this link, as you’ll need it to send the document to recipients for signing.

After sharing the document, exit the editor and head back to the All Documents tab. Here, you’ll see a list of all your documents, including the one you just created.

Note: If your document hasn’t moved to the Sent state, simply refresh the page. Once refreshed, the document should appear with a Sent tag, indicating that it’s ready for the next steps.

View the Document as a Recipient #

To record a signature, tap on the three-dots icon on the right side of the document tile. From the dropdown menu, select the “View as” option.

Choose one of the recipients whose signature you’d like to record. This allows you to simulate the recipient’s experience and ensure everything is set up correctly.

Hand Over Your Device to the Recipient #

With the signature field open, hand your device over to the recipient.

They can now enter their signature directly on the screen and fill out any other necessary details, such as their name, date, or additional information required by the document.

Note: Ensure the recipient understands how to use the signature tool. Most apps allow them to draw their signature with their finger or stylus for a natural feel.

Once they sign they will be directed to the invoice for payments.

Repeat for All Signers #

If your document requires multiple signatures, repeat the above steps for each recipient. Simply select the next recipient from the “View as” menu and hand your device over to them. This process ensures that all parties can sign the document quickly and efficiently.

Once all signatures have been collected, your document is officially signed and ready for use. You can now download, share, or store it as needed.

Why This Process Works #

This approach simplifies the signature collection process, making it ideal for on-the-go professionals. By using the mobile app, you can:

• Save Time: No need to print, scan, or mail documents.
• Increase Efficiency: Collect signatures in real-time, even when meeting clients or partners in person.
• Ensure Accuracy: Templates and digital fields reduce the risk of errors or missing information.

Collecting signatures digitally doesn’t have to be complicated. With the mobile app, you can create, share, and finalize documents in just a few simple steps. Whether you’re closing a deal, onboarding a new client, or handling routine paperwork, this process ensures a smooth and professional experience for everyone involved.

Frequently Asked Questions #

How do I start collecting an in-person signature? #

Open the mobile app, go to the Documents and Contracts section, create a new document from a template that includes signature fields, then share it and use the “View as” option to record signatures.

Do I need a template with signature fields? #

Yes. Make sure your template includes signature fields for all parties. If you don’t have one, you can create a template and add signature fields and other details before sharing.

How do I record a recipient’s signature? #

Tap the three-dots icon on the document tile, select “View as,” choose the recipient, then hand your device to them so they can sign directly on the screen and fill in any required details.

What if my document doesn’t show as Sent? #

If the document hasn’t moved to the Sent state, refresh the page. Once refreshed, it should appear with a Sent tag, indicating it’s ready for signing.

How do I collect multiple signatures on one document? #

Repeat the “View as” process for each recipient, selecting the next signer from the menu and handing over your device until all parties have signed.

What happens after a recipient signs? #

Once a recipient signs, they are directed to the invoice for payment. After all signatures are collected, the document is officially signed and can be downloaded, shared, or stored.